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-0.87%
This Month
-0.87%
Year To Date
+177.63%
2 Years
+383.89%
5 Years
+383.89%
10 Years
+60.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.57%
- 💻 Electronic Technology17.72%
- 🍞 Consumer Non Durables15.74%
- 💰 Finance14.87%
- 🛍️ Retail Trade13.06%
- 💼 Commercial Services6.7%
- 💇♀️ Consumer Services4.34%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.43%
- 🇺🇸 NYSE14.21%
- 🇩🇪 FRA3.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.45%
- 🇩🇪 Germany3.35%
- 🇨🇦 Canada1.72%
- 🇦🇺 Australia0.47%
Dividends
Dividend Yield
0.3%
9 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PUM.DE (2.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
4.02
4.02
0
1
2
5
5
Jensen's Alpha
25.7
25.7
-2
0
2
26
26
Omega Ratio
2.9
2.9
0
1
1.5
3
3
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
1.37
1.37
0
0.3
0.6
2
2
Calmar Ratio
3.91
3.91
0
0.3
0.6
4
4
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
4.02
4.02
0
1
2
5
5
Jensen's Alpha
25.7
25.7
-2
0
2
26
26
Omega Ratio
2.9
2.9
0
1
1.5
3
3
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
1.37
1.37
0
0.3
0.6
2
2
Calmar Ratio
3.91
3.91
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
42.12
High:
CELH
593.07CELHLow:
EL
-44.37ELDetails
PEG Ratio
143.3
High:
META
479.82METALow:
BMNR
-45.53BMNRDetails
Price/Book
10.97
High:
PLTR
56.9PLTRLow:BMNR
1.08BMNRDetails
Price/Sales
7.98
High:BMNR
1,342.6BMNRLow:
PUM.DE
0.42PUM.DEDetails
Price/CF
26.8
High:
HNST
471.67HNSTLow:
CAKE
8.29CAKEDetails
Price/FCF
70.65
High:
NKE
947.69NKELow:
FUBO
10.26FUBODetails
P/E Ratio
42.12
High:CELH
593.07CELHLow:EL
-44.37ELDetails
PEG Ratio
143.3
High:META
479.82METALow:BMNR
-45.53BMNRDetails
Price/Book
10.97
High:PLTR
56.9PLTRLow:BMNR
1.08BMNRDetails
Price/Sales
7.98
High:BMNR
1,342.6BMNRLow:PUM.DE
0.42PUM.DEDetails
Price/CF
26.8
High:HNST
471.67HNSTLow:CAKE
8.29CAKEDetails
Price/FCF
70.65
High:NKE
947.69NKELow:FUBO
10.26FUBODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.09% | Aug 2023 | Dec 2023 | 4 |
-15.52% | Feb 2025 | May 2025 | 3 |
-11.88% | Nov 2025 | - | 3 |
-5.99% | Mar 2024 | Jun 2024 | 3 |
-3.89% | Dec 2022 | Jan 2023 | 1 |
-3.79% | Jan 2024 | Feb 2024 | 1 |
-3.26% | Apr 2023 | May 2023 | 1 |
-2.65% | Feb 2023 | Mar 2023 | 1 |